Compass Ion Advisors’s Shell SHEL Stock Holding History

Compass Ion Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Buy	+2,299	New	+$186K	0.02%	267

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Compass Ion Advisors's SHEL Position: Q1 2026 in Review

Compass Ion Advisors opened a new position in Shell (SHEL) in Q1 2026: 2,299 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Compass Ion Advisors held 2,299 shares of Shell worth $214K as of Q1 2026.
Shell was a new Compass Ion Advisors position in Q1 2026.
Shell made up 0.02% of Compass Ion Advisors's portfolio in Q1 2026, its #267 holding.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.